資產寶藏 vs Assets allocation

資產寶藏是一款介面簡約、操作容易的財富管理工具。 ※資產負債一手掌握 ※資產類別清楚明瞭 ※我的收藏滿足喜好 ※使用介面簡約直覺 ※保障分析一應俱全 ※新增好友共同分享 資產寶藏讓你 成為自己的財顧大師， 法稅財顧問隨身在側， 風險控管我們來注意， 資產增長由你來掌握。

Asset allocation is one of the key pillars of successful investing. However, most people tend to focus on the returns of individual investments, which often leads to several problems: 1. People are more willing to publicize a single successful investment while ignoring other (often multiple) losing ones, resulting in an overall erosion of assets. 2. Even when there is an exceptionally successful investment, because the capital invested usually represents only a small portion of total assets, it brings only a limited increase to overall wealth. In short, it’s seeing the trees but missing the forest. allocrafter brings your attention back to what truly matters: your assets and your asset allocation. By combining simple record-keeping with the handy tools provided by allocrafter, you’ll gain a whole new perspective. You’ll focus more on changes in your overall assets rather than the gains and losses of individual investments; you’ll find direction and clarity from asset allocation instead of the frustration that comes from riding the ups and downs of the market. Download and try it now. With continued use, you’ll experience remarkable changes. Features: 1. Automatic / manual stock price updates 2. Create asset snapshots and compare past and current allocations 3. Analyze asset allocation by category (e.g., currency or asset type); customizable categories 4. Net worth trend charts, with comparisons to the S&P 500 and the Taiwan Weighted Index 5. Export / import assets (XML format) 6. Simulation mode — estimate results after asset changes